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Helping you grow and protect your wealth
Research & Advice

Research & Advice

Benefit from independent insights from our team of analysts & advisers.

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How is your fund performing?
Find out if you are paying high fees for underwhelming performance.
Disturbing stats
Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%.
76%
of funds underperform
the industry standard benchmarks
$328 Billion
Funds Under Management
-1.75%
Avg. Underperformance
1.73%
Avg. Fees p.a.

Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Paul Clitheroe
Paul Clitheroe
Our mission is to help all Australians grow and protect their wealth.
Paul Clitheroe AM Chairman of InvestSMART Group
Paul Clitheroe AM Chairman of InvestSMART Group
Buy on the ASX

InvestSMART
Australian Equity
Income Fund (Managed Fund) (ASX:INIF)

Focused on generating income while still achieving capital growth, the InvestSMART Australian Equity Income Fund, is now trading under ASX code: INIF.

Research & Advice

Benefit from independent advice and research from our team of analysts and advisors. Tap into the very best share research, superannuation and retirement strategies to optimise your investment portfolio.

Trusted

For nearly 20 years we have been providing research and advice to our members.

Research

Our research and tools are designed to help you maximise long term investment returns and minimise losses.

Advice

Our mission is to help you identify what’s important to you, strategies to help you grow your wealth now, plus put plans in place to take care of your future.

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Track all your assets and dividends across an unlimited number of portfolios

Improve your returns and reduce risk with a free HealthCheck™ report

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Whether you are just starting out or a seasoned investor, start an investment from as little as $10,000.

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Add or withdraw from your investments at any time. Reinvest or elect to have dividends paid directly to your bank account.

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With our suite of investment options, build a diversified portfolio to match your needs to minimise your risk without sacrificing returns.

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Don’t let high fees affect your long-term returns. Fees start from 0.77% p.a – lower than most managed funds.

Investment solutions expertly managed to grow and protect your wealth

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Mark North Perth, WA
I always take an interest in investing and love what you guys do. InvestSMART makes it much easier to stay on top of things for my SMSF.
Paul Anstead, QLD
Keep up the good work! I rely on InvestSMART's super advice to plan my portfolio.

Upcoming Events

Attend one of our upcoming events run by our in-house financial experts.

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Webinar

InvestSMART

Getting the most of InvestSMART's Tools & Research

Tue 21 Aug 2018 (1:00 PM - 1:45 PM AEST)

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Seminar

InvestSMART

Adding further value to your investment portfolio

Wed 22 Aug 2018 (11:00 AM - 12:30 PM AEST)

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Webinar

InvestSMART

Adviser Q&A: Getting your kids into a home

Thu 23 Aug 2018 (12:00 PM - 1:00 PM AEST)

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Insights

The latest insights from our panel of experts covering investments, property and strategies for managing your wealth.